CRM

We are currently having an API data sync being created to have data migrate from our HubSpot CRM to a mortgage tracking software, but it is not finished being built yet. In the interim, we are using CSV exports from HubSpot and importing those into ...

Hello, We have created a custom object called Sales Play which we need to be able to capture the most recent note in case its captured in the note section. We have a similar workflow built for deals and contacts where if a note is left a workflow c...

Hello, am I supposed to get email notifications when users message us through the live chat box on the website? because I am not getting any even though the notification settings are all on and I tried to filter the email in my inbox and there was n...

Hi HubSpot team, How do I make "About this company" -field visible under company dashboard? I do get to fill out the properties whenever I set up a new company. However, after creating it the properties are not visible anymore for the company. ...

Hey HubSpot Community, we have the issue, that eMails stop beeing logged automatically on the deal view of an associated company. It is very strange, as for example one day before everything worked normally and the next day the mails are just s...

Hello good morning/afternoon/evening. i have a question about deal and company. a deal will be associated with many company, and each company will have a type. if i want to show the company type that be assoiated latestly, how can i realise it....

How many error categories are there in hubspot openapi, and where can I find them, just like VALIDATION_ERROR

https://api.hubapi.com/crm/v3/objects/line_items/XXXXXX DATA : { "properties" :{ "net_initial_license_fee" : "" , "price" : "20000.0000" }} REPLY: { "id" : "XXXXXX" , "properties" : { ...

Hubspot AI bot claims I can upload contacts with only phone number, and no name or email. However, everytime I try to upload the contacts, I receive an error message. Can you tell me how to upload phone numbers in hub spot without a phone numb...

Hello, I'm importing lists of contacts into the CRM. Some of the records are LLCs or Trusts and do not have a first and last name, and email. Because of this, they're not being uploaded into the database. There is a column "Full Owner na...

Hi all! I have a list of zipcodes with city, state, and timezones. These are also linked to the country(United States in this case) and I would like to run a workflow weekly to check for Contacts that are missing a value in either the Country ...

I have 700+ contacts where their mobile number isn't correct, so I need to bulk update them and blank out that field. I have tried editing the contacts on mass but it wont allow me to select mobile numbers. I have tried downloading the list, bla...